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As Stablecoins Keep Growing, These 2 Stocks Benefit

Reported by Nathan Reiff. Originally Published: 6/28/2026.

The stablecoin ecosystem experienced massive growth over the past year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and higher transaction volumes have helped solidify tokens like Tether and USDC as essential parts of the financial ecosystem.

For investors, the benefits of stablecoins—including capital preservation, easy global transfers, yield opportunities, and more—may be available through direct investments in the coins themselves, through crypto exchange-traded funds (ETFs), and even via less conventional methods like tokenized Treasury products or venture capital. But there is also a growing number of publicly traded companies that benefit as stablecoins continue to expand, and the stocks below may be a good place to start.

A Strong Pure-Play Stablecoin Play With Excellent Growth Prospects

ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.

Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.

If any of these are in your portfolio, now is the time to review your positions.

See the 5 stocks to avoid

Circle Internet Group (NYSE: CRCL) is one of the most important companies in the stablecoin ecosystem, providing a platform, network, and infrastructure that are deeply tied to the space. As the issuer of USDC, one of the largest stablecoins by market cap, Circle may be the easiest pure-play stablecoin investment for investors looking to target a publicly traded company rather than the token itself.

Even as Bitcoin has continued to experience massive price fluctuations into 2026, USDC has managed to grow its market cap to about $74 billion.

USDC circulation was up 28% year over year (YOY) for the latest quarter. The token has also benefited from rising transaction volumes in recent quarters, which were up 263% YOY according to Circle's last report.

That stability is a strength for Circle, especially given the volatility in the broader cryptocurrency world.

Circle also has a dominant position in the growing stablecoin trend among credit card providers, representing about 63% of stablecoin commercial transactions for Visa Inc. (NYSE: V) last quarter. The company is also in good shape from a profitability standpoint: revenue and reserve income for Q1 2026 were up 20% YOY to $694 million, and adjusted EBITDA improved by an even wider margin.

Analysts are fairly divided when it comes to CRCL shares, with 11 Buys, 11 Holds, and three Sell ratings. While share prices have moved up and down with the broader crypto market, investors may look for greater stability as USDC adoption continues to expand. In the meantime, Wall Street expects an impressive 95% upside potential for those willing to weather the volatility.

Major Crypto Exchange With a Growing Stablecoin Role

If Circle represents a more direct way to access stablecoins through an issuer, Coinbase Global Inc. (NASDAQ: COIN) is somewhat more removed as a cryptocurrency exchange. The company behind one of the largest exchanges in the crypto industry has seen sizable share price declines this year, with a year-to-date (YTD) drop of about 36%. This is not surprising given the challenges facing the broader crypto industry.

Part of the reason for COIN's struggle was the company's less-than-stellar Q1 2026 earnings report, which included a quarterly net loss of $394 million alongside revenue that dropped sharply on a YOY basis.

However, the firm's crypto trading market share climbed to an all-time high during the quarter, helping to reinforce Coinbase's position as the world's largest custodian of crypto assets.

When cryptocurrency prices rise again, Coinbase will be in an even stronger position than it was before the latest dip.

Coinbase's stablecoin business in particular is a highlight, with the average USDC held in Coinbase products reaching an all-time high of $19 billion in the first quarter of the year. The company holds about a quarter of all existing on-platform USDC. If crypto traders are looking to buy or sell a stablecoin, Coinbase is increasingly becoming the go-to option. Still, Coinbase stands to benefit even if users are not actively trading stablecoins. With remittances, settlements, and other stablecoin-related activity, Coinbase can thrive through custody fees and revenue-sharing arrangements, for instance.

Like CRCL, COIN shares are a mixed bag in terms of analyst ratings. Buy ratings total 18, compared with 15 total Sell and Hold ratings. The stock is also highly volatile, but a growing role in the stablecoin industry may provide a more stable footing for COIN over time. Nonetheless, both of these stocks carry inherent risks, despite their potential as stablecoins continue to grow.